Castle Placement, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
38
Avg account
$0

Firm details

Headquarters
Syosset, New York
CRD number
189511
Registered since
October 2, 2015

Firm profile

FINTRX

Overview

Castle Placement, LLC is organized as a limited liability company and is registered with the SEC since 2015. Its regulatory snapshot classifies the firm as an investment bank and identifies ownership as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator, is not designated an active ESG investor, and is not listed as a multi-state or related adviser; it also does not indicate pension consulting activity. Public disclosures provided in the dataset are sparse. Fields for client base, fee structure, business activities, and advisory offerings are blank, so the firm’s core operating model and service mix are not described in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Juan Sandoval

    Juan Sandoval

    Chief Financial OfficerCRD 4853205

  • Mark Arizmendi

    Mark Arizmendi

    CEOCRD 4110331

Contacts

3 of 36
  • Harish Balakrishnapillai

    Harish Balakrishnapillai

    Senior Investment ProfessionalCRD 7424682

  • Jose Maria Carretero Tomas

    Jose Maria Carretero Tomas

    Managing DirectorCRD 8113842

  • Karen Witt

    Karen Witt

    Managing DirectorCRD 7831467

Unlock 33 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Syosset, NY

Nassau

Location

Syosset, NY

Headquartered in Syosset, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
527 Split Rock Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth